UnitedHealth Group Incorporated
UNH · NYSE
Company research
UnitedHealth Group Incorporated (NYSE: UNH) is the largest healthcare company in the United States by revenue, founded in 1977 and headquartered in Eden Prairie, Minnesota, with a market capitalization of approximately $386 billion and approximately 390,000 full-time employees. The company operates through two primary divisions — UnitedHealthcare, which provides a comprehensive range of health insurance and benefits plans to employers, government entities, and individual consumers including Medicare and Medicaid; and Optum, a health services platform further divided into Optum Health (direct care delivery), Optum Insight (technology, data, and consulting services), and Optum Rx (pharmacy benefit management and pharmaceutical care). Ranked third on the Fortune 500, UnitedHealth Group serves more than 29 million Americans domestically and over 50 million people worldwide, generating approximately $400+ billion in annual revenue. The company's integrated model combines insurance underwriting, care delivery, pharmacy economics, and health information technology to drive healthcare affordability and improved patient outcomes across the value chain.
Research reports
DeepResearch Global · June 25, 2026UnitedHealth Group (UNH) – Fundamental Analysis Report 2026
Provides a 2026 fundamental deep dive on UNH, unpacking Q1 results, the Medicare Advantage rate reset, Optum’s evolving strategy, and the ongoing DOJ probe while laying out both bullish and bearish scenarios rather than a single explicit recommendation.
Ultra Stock Analysis Pro · April 24, 2026UnitedHealth Group Incorporated (UNH) – Analyst ReportRates UNH as a TRIM POSITION after roughly a 37% run from a March 2026 entry, noting only about 8.1% upside to the $383.77 consensus target, overbought technicals, and a neutral fundamental backdrop, and therefore recommending locking in gains and reducing exposure near resistance while trailing stops on the remaining position.
Money Morning · April 7, 2026Why UnitedHealth Group Just Became the Dividend Growth Bargain of 2026Argues that UNH’s post‑guidance selloff has turned it into a “dividend growth bargain,” highlighting a roughly 53% share‑price drawdown, a 3.1% dividend yield, an estimated $13 billion federal tailwind from higher Medicare Advantage rates, and about 27% implied upside to consensus price targets as reasons to buy, while flagging medical cost inflation and regulatory pressures as ongoing risks.
Rockflow.ai · February 26, 2026UnitedHealth Group Incorporated (UNH) Stock AnalysisProvides an in‑depth stock profile combining UNH’s historical performance, forward price forecasts, analyst target ranges, and model‑based investment recommendations, presenting valuation, growth, and risk metrics in a relatively neutral, data‑driven framework without a strong directional call.
Sure Dividend · January 31, 2026UnitedHealth Group, Inc. (UNH)Views UNH as a high‑uncertainty but attractive total‑return and dividend‑growth opportunity following a disastrous 2025, moving the stock back to buy with an estimated 19.1% annual total return driven by 12% EPS growth, valuation re‑rating, and a 3.1% dividend yield, while emphasizing Medicare funding cuts and rising medical costs as key risk factors.
ChartMill · December 23, 2025UNH Fundamental Analysis – UNITEDHEALTH GROUP INC (Frankfurt: UNH.DE)Delivers a quantified fundamental scorecard for UNH.DE, concluding that despite decent growth and above‑average profitability the stock screens as overvalued based on metrics such as a P/E around 15.5, forward P/E near 18.2, and a 2.69% dividend yield, which leads to a middling 5/10 fundamental rating and a cautious stance on upside.